Are you seeking to join a team where you can have the opportunity to thrive and grow? You have found the right team that gives opportunites to develop and grow in many facets including: Leadership, innovation, and technology.

As a Client Account Services (CAS) Reference Data Manager in our CAS Markets Operation team, you will lead multiple teams of analysts and associates responsible for the set up and maintenance of Cash Accounts, Standard Settlement Instructions (SSI) and the performance of other account processing activities for multiple lines of businesses within the Corporate and Investment Bank (CIB). You will act as a trusted advisor to Middle Office, Settlements, Transition and Account Onboarding teams. You will partner with stakeholders, peers and the CAS transformation teams to help design and execute many initiatives aimed at driving improved data quality, key performance indicators, straight through processing and eliminating manual and bespoke processes. You will be a leader and key contributor in driving a diverse and inclusive culture. 

Job Responsibilities

• Lead initiatives to document and re-engineer current workflows, performing gap analysis and driving the right governance model across each of the products supported
• Manage performance of staff, resolving daily business as usual (BAU) issues and effectively managing stakeholders is critical
• Lead a team of 8-10 Analysts and Associates dedicated to the seamless delivery of the markets account opening and Instruction setup across lines of business
• Provide the highest level of service to our internal partners and ultimately the Client while adhering to the global funds transfer policy and regulatory rules to ensure compliance standards are kept
• Maintain a consistently high level of awareness around any potential issues and to resolve exceptions as soon as possible
• Perform tasks related to the internal performance review process for the individuals within the team, managing career progression, recruitment, attrition and succession planning
• Partner with other regional leads across the globe to promote consistency and best practices
• Establish regular governance meetings with senior leads across the lines of businesses to report on key achievements and opportunities across People, Process, Data Client categories

Required qualifications, capabilities, and skills

• 8 years of operations experience
• Excellent Client focus and Customer care working practices 
• High-level display and sense of ownership and responsibility
• Exceptional communication and interpersonal skills 
• Accountable for team delivery of excellent customer service
• Exceptional understanding of financial markets and securities industry
• Excellent communication skills, both written and oral, including the ability to interact with all levels of organization
• Previous experience managing & developing staff
• FINRA Series 99 License

Preferred qualifications, capabilities, and skills

• Knowledge of Account opening and SSI infrastructure 
• Knowledge of where systems sit in the hierarchy, inter-relationships would be very advantageous